To sum it up, Samsung and SK Hynix will have a P/E ratio of only 5 next quarter! Let's put it this way: according to the latest earnings guidance from US storage companies, their profits are expected to double next quarter, in April. This guidance is based on the certainty of already sold storage capacity, meaning all storage capacity for 2026 has been sold off. Based on next quarter's guidance, SanDisk and Micron have a P/E ratio of 10. So, with the same profit growth, and assuming they negotiated prices together, what will SK Hynix and Samsung's current P/E ratio of around 10 be when they report their earnings next quarter? An astonishing 5! Only a P/E ratio of 5, and in a high-growth industry! What reason is there not to buy the Korean index? You won't find a stock in the entire market with a better and more certain outlook than SK Hynix.

They tricked me into All In the South Korean stock market again!